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Dogwood Wealth Management’s C.H. Robinson CHRW Stock Holding History

Dogwood Wealth Management’s Portfolio CHRW Stock Details CHRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.6K Buy
237
+65
+38% +$11.5K 0.02% 169
2026
Q1 		$28.6K Buy
172
+4
+2% +$716 0.01% 191
2025
Q4 		$27K Hold
168
– – 0.01% 170
2025
Q3 		$22.3K Buy
168
+75
+81% +$8.8K 0.01% 179
2025
Q2 		$9.14K Buy
+93
New +$8.71K ﹤0.01% 303

Other funds holding CHRW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dogwood Wealth Management's CHRW Position: Q2 2026 in Review

Dogwood Wealth Management increased its C.H. Robinson (CHRW) stake by 38% in Q2 2026, buying an estimated $11.5K and bringing the position to 237 shares worth $44.6K. The position accounts for 0.02% of the portfolio, ranked #169.

Dogwood Wealth Management first reported a position in CHRW in Q2 2025 and has held it in 5 quarters since. 890 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

  • Dogwood Wealth Management held 237 shares of C.H. Robinson worth $44.6K as of Q2 2026.
  • Dogwood Wealth Management bought 65 C.H. Robinson shares in Q2 2026, an estimated $11.5K.
  • C.H. Robinson made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Dogwood Wealth Management first reported a position in C.H. Robinson in Q2 2025 and has held it in 5 quarters since.
  • 890 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.